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Nathan R. Levin

NORTHWEST FINANCIAL ADVISORS
Herndon, VA 20170
Some features on this profile are disabled
CRD#: 7611752
NL

Professional summary

Nathan Russell Levin, who also goes by Nate Levin, is a registered financial advisor currently at NORTHWEST FINANCIAL ADVISORS LLC located in Herndon, Virginia and LPL FINANCIAL LLC located in Herndon, Virginia.

Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Nathan has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nate Levin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Russell Levin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 20, 2026 - Present

NORTHWEST FINANCIAL ADVISORS LLC

Office #1: 200 Spring Street Suite 120, Herndon, VA 20170
RIA
CRD#: 166769
Herndon, VA
Current

June 5, 2023 - Present

LPL FINANCIAL LLC

Office #1: 200 Spring Street, Ste 120, Herndon, VA 20170
RIA
BD
CRD#: 6413
Herndon, VA
Current

April 28, 2026 - Present

NORTHWEST FINANCIAL GROUP LLC

Office #1: 200 Spring Street Suite 120, Herndon, VA 20170
BD
CRD#: 145064
Herndon, VA
Past

April 2, 2026 - April 15, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NF
NORTHWEST FINANCIAL ADVISORS LLC
NORTHWEST FINANCIAL ADVISORS LLC

CRD#: 166769 / SEC#: 801-77994

RIA
Registered Investment Advisory firm - (6/3/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Virginia
(10/27/2023)
IAR
Virginia
(4/20/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/1/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/26/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/20/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/5/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/10/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

NF
NORTHWEST FINANCIAL ADVISORS LLC
NORTHWEST FINANCIAL ADVISORS LLC

CRD#: 166769 / SEC#: 801-77994

RIA
Registered Investment Advisory firm - (6/3/2013 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
200 Spring Street Suite 120, Herndon, VA 20170
Mailing Address
Phone number
(703) 810-1072
Established
Firm type
Fiscal year end
# of Employees
37

SEC notice filing (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NORTHWEST FINANCIAL ADVISORS PART 2A OF FORM ADV (3/9/2026)
NORTHWEST FINANCIAL ADVISORS WRAP BROCHURE (3/9/2026)

Regulatory assets under management

Total Number of Accounts2,756
AUM (Assets Under Management)$ 1,243,981,468

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NORTHWEST FINANCIAL ADVISORS LLC

CRD#: 166769Herndon, VA 20170

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